Pam Fulton
@pamfulton
Experienced Sr. Compliance Analyst with a focus on regulatory adherence.
United StatesWhat I'm looking for
I am a dedicated Sr. Compliance Analyst with extensive experience in ensuring regulatory compliance for defined contribution plans. Currently, I work at Ascensus, where I prepare non-discrimination tests and compliance testing for complex plans, ensuring they meet IRS and DOL requirements. My role involves meticulous contribution calculations and the preparation of annual valuation reports, which are crucial for maintaining tax qualification.
Previously, I served as an Administrative Specialist at Dyatech, LLC, managing a portfolio of approximately 600 defined contribution plans. My responsibilities included conducting annual compliance tests and ensuring adherence to IRS and DOL regulations. I have a strong background in preparing Form 5500 and maintaining plan documents, which has honed my attention to detail and analytical skills.
Experience
Work history, roles, and key accomplishments
Sr. Compliance Analyst
Ascensus
Sep 2023 - Present (1 year 10 months)
As a Senior Compliance Analyst, I prepare non-discrimination tests and other compliance testing for complex plans, ensuring tax qualification by meeting IRS and DOL reporting requirements. I also perform contribution calculations, review legal plan documents, and reconcile financial activity.
Administrative Specialist
Dyatech, LLC
Oct 2006 - Sep 2023 (16 years 11 months)
As an Administrative Specialist, I managed a portfolio of 600 defined contribution plans, ensuring compliance with IRS and DOL regulations through various annual compliance tests. I performed complex calculations for profit sharing, safe harbor true-ups, and employer match, and prepared Form 5500 and maintained plan documents.
Education
Degrees, certifications, and relevant coursework
East Rankin Academy
High School Diploma, General Studies
Completed high school education at East Rankin Academy, preparing for further studies.
Hinds Junior College
Associate of Arts, Secretarial Science
Obtained an Associate of Arts degree in Secretarial Science, focusing on administrative and secretarial skills.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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